Come see us at upcoming industry events
Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.
CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.
Upcoming events
P&I Convergence Conference
6-8 October 2026 | New York
P&I Convergence brings together institutional investors and allocators to discuss portfolio construction, governance, risk management, and investment decision-making across public and private markets. Stephen Deane, CFA, Senior Director, Capital Markets Policy, Americas, at CFA Institute, will speak on ethics in private markets. Visit the CFA Institute welcome table to connect with our team, explore our latest research and professional learning programs, and learn more about CFA Institute.
2026 UK Student Finance Summit
9 October 2026 | London
2026 UK Student Finance Summit in London brings together ambitious university students from across the UK and Europe with senior professionals and leading firms across investment banking, asset management, private equity, venture capital, markets, and hedge funds. Visit the CFA Institute team to connect with us, explore our professional learning opportunities, and learn more about pathways into the global investment profession.
PORTFOLIO Conference
10 November 2026 | Los Angeles
CFA Institute is proud to support CFA Society Los Angeles' PORTFOLIO 2026, the signature one-day investment conference where local and global thought leaders challenge conventional thinking and explore the forces redefining global capital flows, from geopolitical fragmentation to AI's growing impact on investing. Register now to secure your seat. CFA Institute members save up to 65% off the regular registration fee; email [email protected] for your discount code.
FIS - Oxford
17-18 November 2026 | Oxford, UK
Fiduciary Investors Symposium 2026 at the University of Oxford brings together chief investment officers and other senior institutional investors to discuss geopolitical risk, global economic trends, portfolio construction, and governance. Visit the CFA Institute team to connect with us, explore our latest research and professional learning programs, and learn more about our work supporting the global investment profession.
Microsoft Excel Collegiate Challenge (MECC)
30 November-2 December 2026 | Las Vegas
The Microsoft Excel Collegiate Challenge (MECC) brings together Excel professionals and enthusiasts from around the world to compete in fast-paced spreadsheet challenges that showcase analytical thinking, technical expertise, and problem-solving skills. As a sponsor of the championship, CFA Institute will host a booth throughout the event, and Rob Langrick, CFA, CIPM, Chief Product Advocate, will present on the CFA Program. Visit our booth to connect with the team, learn more about our professional learning programs, and explore the latest resources from CFA Institute.
IPE - Conference & Awards
2 December 2026 | London
IPE Conference & Awards brings together pension executives and investment leaders from across Europe to discuss pension management, investment strategy, and the trends shaping the retirement industry. CFA Institute will present a workshop on AI in Investment Management, sponsor the IPE European Pension Fund Awards, and host a booth throughout the conference. Visit us to connect with our team, explore our latest research and professional learning programs, and learn more about CFA Institute.
CFA Institute events you may be interested in
CFA® Program Question Slam
Considering the CFA Program, but still have questions? This webinar is for you.
Alternative investments in wealth portfolios: What belongs, what doesn’t, and why
Which alternatives actually belong in your clients' portfolios, and which ones don't?
Building portfolios for the next decade: What's changing and what still works?
What will clients demand from wealth managers in ten years, and are you ready?
